Foster & Motley’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.34M | Buy |
18,904
+1,086
| +6% | +$422K | 0.42% | 60 |
|
|
2025
Q1 | $5.88M | Buy |
17,818
+869
| +5% | +$287K | 0.37% | 68 |
|
|
2024
Q4 | $6.15M | Buy |
16,949
+290
| +2% | +$105K | 0.4% | 67 |
|
|
2024
Q3 | $6.52M | Buy |
16,659
+145
| +0.9% | +$56.7K | 0.41% | 63 |
|
|
2024
Q2 | $5.5M | Buy |
16,514
+201
| +1% | +$67K | 0.38% | 69 |
|
|
2024
Q1 | $5.98M | Sell |
16,313
-633
| -4% | -$232K | 0.41% | 64 |
|
|
2023
Q4 | $5.01M | Buy |
16,946
+50
| +0.3% | +$14.8K | 0.37% | 76 |
|
|
2023
Q3 | $4.61M | Buy |
16,896
+1,193
| +8% | +$326K | 0.38% | 77 |
|
|
2023
Q2 | $3.86M | Buy |
15,703
+1,251
| +9% | +$308K | 0.3% | 95 |
|
|
2023
Q1 | $3.31M | Buy |
14,452
+1,508
| +12% | +$345K | 0.27% | 100 |
|
|
2022
Q4 | $3.1M | Buy |
12,944
+1,915
| +17% | +$459K | 0.26% | 100 |
|
|
2022
Q3 | $1.81M | Sell |
11,029
-495
| -4% | -$81.2K | 0.17% | 147 |
|
|
2022
Q2 | $2.06M | Buy |
11,524
+75
| +0.7% | +$13.4K | 0.18% | 135 |
|
|
2022
Q1 | $2.55M | Sell |
11,449
-497
| -4% | -$111K | 0.2% | 120 |
|
|
2021
Q4 | $2.47M | Sell |
11,946
-173
| -1% | -$35.8K | 0.19% | 127 |
|
|
2021
Q3 | $2.33M | Buy |
12,119
+627
| +5% | +$120K | 0.19% | 125 |
|
|
2021
Q2 | $2.5M | Sell |
11,492
-289
| -2% | -$62.9K | 0.21% | 120 |
|
|
2021
Q1 | $2.73M | Sell |
11,781
-818
| -6% | -$190K | 0.23% | 110 |
|
|
2020
Q4 | $2.29M | Sell |
12,599
-1,351
| -10% | -$246K | 0.22% | 110 |
|
|
2020
Q3 | $2.08M | Buy |
13,950
+601
| +5% | +$89.7K | 0.25% | 109 |
|
|
2020
Q2 | $1.69M | Buy |
13,349
+6,492
| +95% | +$821K | 0.21% | 116 |
|
|
2020
Q1 | $796K | Buy |
6,857
+3,502
| +104% | +$407K | 0.12% | 147 |
|
|
2019
Q4 | $495K | Sell |
3,355
-19
| -0.6% | -$2.8K | 0.06% | 194 |
|
|
2019
Q3 | $426K | Buy |
3,374
+107
| +3% | +$13.5K | 0.06% | 196 |
|
|
2019
Q2 | $445K | Buy |
3,267
+245
| +8% | +$33.4K | 0.06% | 193 |
|
|
2019
Q1 | $409K | Sell |
3,022
-379
| -11% | -$51.3K | 0.06% | 190 |
|
|
2018
Q4 | $432K | Buy |
3,401
+576
| +20% | +$73.2K | 0.07% | 178 |
|
|
2018
Q3 | $431K | Buy |
2,825
+1,196
| +73% | +$182K | 0.06% | 183 |
|
|
2018
Q2 | $221K | Buy |
+1,629
| New | +$221K | 0.04% | 223 |
|